金秋九月，各大券商2026年秋季策略会密集开启，为A股后市走势与配置方向提供最新研判参考。 市场行情数据显示，2026年以来，AI硬科技走出极致的结构性行情， 2026 年上半年科创50大涨64.25%，电子行业涨幅超过86%；7月风云突变，科技板块剧烈回撤，科创50单月累计下跌25.9%。全球AI叙事扰动、杠杆资金集中降仓等多重因素共振，市场快速完成一轮风险释放。 近期，随着国泰海通（...
Source Link金秋九月，各大券商2026年秋季策略会密集开启，为A股后市走势与配置方向提供最新研判参考。 市场行情数据显示，2026年以来，AI硬科技走出极致的结构性行情， 2026 年上半年科创50大涨64.25%，电子行业涨幅超过86%；7月风云突变，科技板块剧烈回撤，科创50单月累计下跌25.9%。全球AI叙事扰动、杠杆资金集中降仓等多重因素共振，市场快速完成一轮风险释放。 近期，随着国泰海通（...
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